Accounts per Client [AuM, Lending Stock (NNM, NNL)]
KPI Accounts per Client
Description Average number of clients by RM
Calculation Nb of ClientsDivided byNb of RMs
KPI Color
Variance Color
Format Number
Positive Values #,##0.0
Negative Values (#,##0.0)
Other AuM, Lending Stock (NNM, NNL) KPIs
Other Packs
83 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
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▶ Specific to a Business Sector
▶ Specific to a Data Source
Custom Dashboard
- Define your own KPIs
- Pick-up the DataViz you prefer
